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February 13, 2024

I'm here to guide you through the process of linking your bank account in QuickBooks Online (QBO), paslawncaretn. 

 

Connecting your online bank in QuickBooks will allow you to download and categorize transactions automatically, saving you time and effort in updating your bank feeds. You can even connect multiple businesses and personal bank accounts to keep your business information up to date in QuickBooks.

 

To begin the process, here's how: 

 

  1. Go to Transactions and select Bank transactions, then click on Link Account.
  2. Enter the URL or name of your bank in the Search field, and select the bank. If you can’t find your bank, you can manually upload transactions instead.
  3. Enter your Sign info in the Login and Password fields, then click on Continue
  4. Choose the account you want to connect and the date range to pull transactions from the dropdown. Then, click Next. Depending on your bank, you can download the last 90 days of transactions or even up to 24 months.
  5. Select your account type on the Account type dropdown, then click Next. Please ensure to choose the account type that matches your chart of accounts in QuickBooks. If you don’t see the correct account type, select +Add new.

 

Once you have linked your account, refresh your bank feed to download your recent bank transactions automatically. 

 

You can refer to this resource for more information: Connect bank and credit card accounts to QuickBooks Online

 

Additionally, you can start reviewing and categorizing the downloaded bank transactions to make sure that it is categorized right. This helps you to organize your charts of accounts accurately.

 

If you need any further assistance or have any further questions about linking bank accounts in QBO, let me know. I'm here to help. Have a great day!